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Case Type Probate Skills Developed Client Interviewing/Legal Drafting/Working with Government Agencies

Case #20-0045918

A 71-year-old client seeks assistance probating his mother’s estate so he can make necessary repairs to his childhood home. Client’s mother died intestate in October 2018. Client’s mother was unmarried and had four children, including client. All heirs agree that client should have title to the property. There was a fire in the property in 2019, and the insurance company issued funds to the mortgage company to pay for repairs. Client seeks assistance probating his mother’s estate so he can access those funds, repair the property, and move back into the home. A volunteer is needed to assist client in probating his mother’s estate, including drafting a deed transferring title to client, completing an inheritance tax return, and assisting client in becoming a successor in interest to the mortgage so he can access funds to repair the property.